Workspace

Workspace settings and WhatsApp profile

7 min readUpdated October 2026All plans

Settings is where you name your workspace, choose how Tanvik alerts you, add your own fields and keep the files your team can send. This guide walks through each section, then shows how to edit your WhatsApp business profile, which now lives on the Channels page.

app.tanvik.io/settings

Where to find settings

Open Settings in the sidebar (under Manage). It expands into these pages:

Menu item	What it opens
Workspace	The settings page covered in this article.
Channels & WhatsApp	Connect and check your WhatsApp number and other channels. Your WhatsApp business profile and opt-in list are tabs here.
Billing & Wallet	Your plan, invoices and wallet balance.
Developer	API keys (only if your plan includes API access).
Help Center / Support Tickets	These help articles, and support tickets with our team.

You can also click your name at the bottom of the sidebar for a quick menu with Profile and Sign out. Profile opens the General section.

On the Workspace page the sections are listed down the left (as a row of tabs on a phone). Which ones you see depends on your role:

Section	Who sees it
General	Everyone. Agents can read it but only admins can change the business name.
Notifications	Everyone. The daily summary switch is for admins only.
Team	Admins only. See Add teammates and set permissions.
Lead assignment	Admins only. Also covered in the Team article.
Custom fields	Admins only.
Files	Admins, and agents who have been given File storage access. Files is included from the Pro plan.

An agent who opens an admin-only section sees an "Admins only" message instead.

General

Check your workspace details

The card at the top shows your workspace name, your plan and your WhatsApp number with a Connected or Not connected mark.

Rename your workspace

Under Workspace, edit Business name. A Save button appears once the name has changed. Press Enter to save, or Esc to put the old name back.

Jump to related settings

The Plan row has a Change plan link (admins) and the WhatsApp number row opens Channels, or Connect if no number is linked yet. Under More settings you get shortcuts to WhatsApp business profile, Subscribers and opt-in, Payment gateway and Plan and billing. The ones your role or plan doesn't allow are hidden.

Notifications

This section decides how Tanvik lets you know about new customer messages and leads.

Setting	What it does
Daily summary on WhatsApp (admins)	Every morning at 9 am you get a WhatsApp message with the day before: new leads, conversations and AI Agent activity. This applies to the whole workspace.
Browser notifications	Click Turn on to get a notification when a customer messages you or a lead turns hot, even when Tanvik is in another tab. Send a test shows one straight away and Turn off stops them.
Message sound	A soft chime when a customer message arrives while Tanvik is open. Play sample lets you hear it. The unread count in the tab title stays on either way.

Browser notifications and the message sound belong to the browser you are using now. Turn them on again in each browser or device you use.

If it says Notifications are blocked, click the lock icon next to the address bar, set Notifications to Allow and reload the page. On an iPhone or iPad, add Tanvik to your Home Screen first, then open it from there and turn notifications on.

Custom fields

Custom fields let you keep information that is specific to your business, like an EMI amount, a city or a model name, on contacts, leads and orders.

Pick what the field belongs to

Choose Contacts, Leads or Orders at the top of the section.

Click Add field

Enter a Field name. The Field key fills in automatically (lowercase letters, numbers and underscores). Choose a Field type: Text, Number, Date, Dropdown, Yes / No, Phone or URL. For Dropdown, type one option per line.

Set the options and save

Switch on Required field if it must always be filled, and Show in contact list (or lead / order list) to show it as a column. Then click Add field.

Use a field in messages and automations with its key, for example {{lead.city}}. Click Edit on a field to rename it or change its options, Required and list settings.

The Field key and Field type can't be changed after the field is created. Deleting a field also deletes every value stored in it.

Files

Files is your library of brochures, price lists and media. Your team can send these from Inbox, and the AI Agent can send them to customers. It is included from the Pro plan.

Upload a file

Under Upload a file, pick the File and a Category (Document, Image, Video, Audio or Other).

Tell the AI Agent when to send it (optional)

In When should AI Agent send this?, describe the moment, for example "Activa 125 brochure, send when a customer asks about the Activa 125". Click Upload.

Manage the library

Each file in the Library has a switch to stop it being sent without deleting it (it then shows "Not sent"), plus Edit and Delete.

File type	Largest file WhatsApp accepts
Images	5 MB
Video and audio	16 MB
Documents (PDF, Word, Excel, PowerPoint, TXT)	100 MB

The Storage bar at the top shows how much of your workspace's storage is used. When it says "Storage is full", delete a file before uploading a new one.

WhatsApp business profile

This is what customers see when they tap your business name in WhatsApp. Open it from Settings › Channels & WhatsApp and the Business profile tab, or from More settings in General.

Add a profile photo

Click Change photo and choose an image under 5 MB. It shows in the preview straight away and is sent to WhatsApp when you save.

Fill in the details

Business name, About (up to 139 characters, shown under your name), Category, Email, Website and Address. The Profile strength bar shows what is still missing, and the Preview on the right updates as you type. Switch it between Profile and Chat to see both views.

Click Save to WhatsApp

Your changes are saved and sent to WhatsApp, and you see Profile saved & pushed to WhatsApp. A mark at the top shows Live on WhatsApp. If you change your mind before saving, click Discard.

For your number's quality, daily sending limit and connection, see the Overview tab on Channels.

Use a full website address

Type it with https://, for example https://yourbusiness.com.

Use a real email or leave it empty

An invalid email can make WhatsApp reject the update.

Don't expect Remove to delete the photo on WhatsApp

Remove clears the photo in Tanvik only. WhatsApp doesn't allow deleting a profile photo from outside, so remove it in Meta Business Manager under your phone number's profile.

If your number isn't connected directly through Meta, the page shows Saved in Tanvik and saving says Profile saved to Tanvik — not yet pushed to WhatsApp on this connection type. Your details are stored, but WhatsApp itself isn't updated. Chat with us if you need it changed on WhatsApp.

If you have several WhatsApp numbers

When your workspace has two or more active WhatsApp numbers, a row of number tabs appears at the top of Home. Each tab shows the number's display name and phone number. Click a tab to switch, and Tanvik remembers your choice on this device. The Inbox has its own number picker.

Admins see every number. Agents only see the numbers they have been given access to. With just one number, no tabs appear.

Switching workspaces

Your workspace name is shown at the top of the sidebar. If your account belongs to more than one workspace, click the name to open Switch workspace and pick another. Tanvik reloads into that workspace. If you only belong to one workspace, the name is just a label and can't be clicked.

Common questions

I can only see General, Notifications and maybe Files. You are signed in as an agent. Team, Lead assignment and Custom fields are managed by your workspace admin.

I can't change my plan here. Plan is a link, not a setting. Admins click Change plan to go to Billing & Wallet.

"Saved locally. WhatsApp push failed". Your details were saved in Tanvik but WhatsApp rejected the update. Check the website and email formats, then save again.

How do I switch between light and dark mode? Use the theme button in the top bar.

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